See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,038 | $94,338-10.9% | $100,534-16.4% | $142,382-41.0% |
| Participation rate | 90.0% | 81.7%+8.3pp | 80.6%+9.4pp | 80.1%+9.9pp |
| Annual return | 12.35% | 29.20%-16.9pp | 32.66%-20.3pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,851 | $4,237-32.7% | $4,346-34.4% | $4,299-33.7% |
| Participant deferral / active EE | $4,614 | $5,934-22.3% | $6,144-24.9% | $6,507-29.1% |
| Admin fee / account holder | $9,222 | $8,421+9.5% | $7,654+20.5% | $12,624-26.9% |